Instant screen pops, automatic call logging, AI call summaries, transfer tracking, E&O protection, and SMS — all synced to your agency management system. Set up in minutes.
Everything your agency needs to connect phone calls with client records — automatically.
When a call comes in, your agents instantly see the caller's name, phone number, and matched customer record from your AMS — before they pick up. No searching, no guessing, no “can you remind me who this is?”
Customer name, policies, and contact info appear on your agent's screen the moment the phone rings. Opens the AMS client record directly — no searching required.
Every inbound and outbound call is logged to the correct AMS client record with caller ID, agent name, duration, and timestamp. Zero manual entry.
AI-generated summaries and action items are attached to every call note in your AMS. Your agents never write call notes again — and the documentation is more complete than ever.
Text messages sent and received through your business phone number are automatically logged to AMS client records, creating a complete communication trail.
Complete audit trail. Every client interaction — calls, summaries, texts — is automatically documented in your AMS. When an E&O claim arises, you have timestamped records of exactly what was discussed, what was promised, and what action items were identified.
No human error. Agents don't need to remember to log calls or write notes. AI-generated summaries capture details that handwritten notes miss. The documentation happens automatically, every time, for every call.
Real-time visibility into call volume, agent performance, and office productivity.
Filter by role: Producer · Commercial · Personal · CSR · Acct Mgr
Automatic office detection from VoIP system
Gamified rankings with podium display for top performers. Champions, Silver, and Bronze tiers motivate your team. Filter by role to compare Producers vs CSRs vs Commercial Agents separately.
Track what matters: Calls answered, missed calls, outbound activity, answer rate percentage, and average talk time. Weekly, monthly, and all-time views. Performance badges earned automatically.
Call Volume Trend
Daily inbound vs outbound over time
Hourly Heatmap
Busiest hours and days of the week
Call Outcome Funnel
Inbound → Answered → Logged → Synced
Works with your existing systems. No rip-and-replace required.
Categorize your team as Producers, CSRs, Commercial Agents, Personal Agents, or Account Managers. Filter analytics and leaderboards by role to see how each group performs.
Invite team members by email with role-based access. Owners and Admins manage the team, Agents see their calls, Viewers get read-only analytics access.
Automatic office detection from your VoIP system. See call volume, agent performance, and activity broken down by physical office location.
Built-in support ticket system with auto-incrementing ticket numbers, email notifications, screenshot attachments, and admin triage — all within the portal.
Select AMS
Pick your system
Connect VoIP
Link your phones
Enter Credentials
API keys & logins
Go Live
Instant integration
Start saving hours every day with automatic call logging, AI-powered summaries, and real-time analytics for your agency.